Teamgate Pricing, Features, Reviews & Alternatives

Teamgate

Simply smart Sales CRM software

4.8/5 (120 reviews)

Teamgate overview

What is Teamgate?

Teamgate is a web-based full process Sales CRM solution designed to strengthen and simplify your entire sales process. From lead prospecting to sales closure every step of the sales journey is enhanced by features which are both easy to learn, easy to use, and whose results can be analysed in real time, leading to future sales and increased growth. Armed with a series of intelligent integrated features; such as Xero, Freshdesk, Intercom and a multitude of others, the award-winning Teamgate software provides your sales teams with both the simplicity and the strength to organically grow your business.
www.teamgate.com

Pricing

Starting from
$9/month
Pricing options
Free
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Brazil, Canada, Germany, Mexico, United Kingdom

Supported languages

B@39de734b
Teamgate screenshot: Calling smart dialer recordingTeamgate | IntroductionTeamgate screenshot: Dashboard list viewTeamgate screenshot: Deals card informationTeamgate screenshot: Lead convertion rateTeamgate screenshot: companies contact peopleTeamgate screenshot: Deals sales pipelineTeamgate screenshot: deals multiple pipelines sales

Teamgate user reviews

Value for money
Features
Ease of use
Customer support
  4.8
  4.6
  4.9
  4.9
Arturo O.

Easy to start; nice visual interface

Used daily for 6-12 months
Reviewed 2018-11-13
Review Source: Capterra

Pros
This was extremely easy to use! When we just started, I uploaded most of my contacts and leads, and started to explore what can Teamgate do for me. I'm not very tech savvy but it wasn't hard to find what to do with all the data, how to create new tasks and set reminders for the follow-ups. Calendar is really clear and visual, easy to get an idea who's working on what. And sales pipeline with drag&drop is very intuitive, you just click on a deal, drag it to a stage you want and that's it. A tip: fill in the lost reasons early, so then after working for some months, you will get an idea why are you losing deals and can think of a plan how to improve this area. It's the first CRM I used and I love it so far

Cons
I feel that there can be more automated tasks or so-called workflows, but for this I use Zapier integration, which covers this part pretty well. Not a big problem at all.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Egle J.

One of the best CRM we had so far

Used daily for 1-2 years
Reviewed 2018-11-07
Review Source: GetApp

Pros
Teamgate has really strong lead management - it's visual and simple, you see a lot of information on the main screen, and if you nened some more details, you can just dig deeper into the lead's card. Lead scoring works without any flaws but it's important to set up your values first. Our team uses calendar a lot and this helps us to see how busy we are and allocate our free time. Agenda is a wonderful feature too, every day I start with looking my day's plan and this is a great tool for that. Since we use Professional plan, dashboard is vital for keeping track of what's going on in the company.

Cons
You cannot customize the dashboard but I still see pretty much everything I need there, so not a huge problem. It just would be great if I can rearrange the tabs, that's it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Chris A.

Good quality CRM but lacks proper email integration

Used daily for less than 6 months
Reviewed 2018-09-30
Review Source: Software Advice

Pros
• Export for CSV, Excel, LinkedIn, • Custom Statues, unqualify leads, qualify leads, • Sort leads by RESP, Mortgage debt (create tag) • Import a tag directly for a bulk group (RESP, Mortgage Debt clients, young families etc.) • Convert button brings them to the sales pipeline • Sales Pipeline has who owns it, estimate $, analytics if won or lost and reason why. • Has direct functionality with Intercom, all convos can view directly on client’s dashboard. Open previous convos. • Works with mail chimp for the bulk emails. • Create activities for each client, has reminders for events attached for activities, • Planner for tasks, overdue, due today or coming due, • Dashboard, has analytics, how many new leads, what’s in the pipeline, sales pipeline etc, win ratios, • Deeper insights, tracks touch points, win/loss, conversion ratios in the different stages,

Cons
• 1 hour of time allowed to help set up the dashboard no continued dedicated support • Can link with Gmail calendar (you can't use it as your email which is a huge factor)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Julija B.

Use Teamgate if you want to save time in daily activities

Used daily for 6-12 months
Reviewed 2018-11-12
Review Source: Capterra

Pros
I like task management features in Teamgate CRM. My team and I can see what everyone's up to. Also, Agenda is great to check what's going on for you every day. We often set meetings and tasks for each other so it is crucial for us to see others' calendar and when they're free. This work really well. Pipeline is also extremely easy to use, you can make quite a lot of insights just by looking what's happening on every stage. Might upgrade to Enterprise when we will be bigger.

Cons
Missing an integration with project management tool like Asana or Monday. However, I’m pretty happy about the opportunities using Zapier integration - you can automate a lot of manual work

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Lukas G.

The best sales and crm tool

Used daily for 2+ years
Reviewed 2018-01-11
Review Source: Capterra

Pros
Insights on sales results and posibility to predict future results CRM tools, reminders and invoicing system

Cons
Would like more project management tools and possibility to track project data, like sucess, project cost, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Teamgate pricing

Starting from
$9/month
Pricing options
Free
Free trial
Subscription
View Pricing Plans

14-day free trial, no credit card required.

Starter plan - $9 per month, paying annually
Professional plan - $26 per month, paying annually
Enterprise plan - $65 per month, paying annually

Teamgate features

API
Activity Dashboard
Alerts/Notifications
CRM
Campaign Management
Collaboration Tools
Contact Database
Contact Management
Data Import/Export
Lead Capture
Lead Management
Performance Management
Performance Metrics
Pipeline Management
Reporting & Statistics
Reporting/Analytics
Sales Reports
Search/Filter
Third Party Integrations
Workflow Management

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

GetApp Analysis

With so many steps involved in the today’s sales pipeline, it’s not uncommon for teams to get lost before reaching their goals. Teamgate is a sales management solution that keeps its users on track throughout the sales process. The web-based platform helps teams monitor sales based on performance and the activities of employees, while also managing contacts and analyzing results. It includes an advanced lead management module and filtering systems, enabling users to monitor sales during selected periods of time, along with a streamlined user interface.

Teamgate is used small and mid-size businesses, as well as top global firms, such as Avis, EuroCash, Bauer, and BNI. It includes tools for customer management, smart sales reports, and group collaboration. The cloud-based platform helps companies close deals, generate leads, and find new customers.


What is Teamgate?

Teamgate is a sales CRM platform developed to meet the needs of small and mid-size businesses. The platform serves as an additional team member, working for businesses to generate more leads, track the sales process, manage contacts, and analyze sales results.

Teamgate serves as a streamlined, simplified alternative to complex CRM tools like Salesforce and Dynamics CRM. Using Teamgate, sales teams can be better prepared to take action with leads when the time is right. Users should also have a clearer sense of where they can improve their sales processes and when they are individually responsible for the completion of key business activities.


Who is Teamgate For?

  • Experience level: All experience levels
  • Industry: All industries
  • Business size: Freelancers, small business, mid-size business, large enterprises
  • Departments/roles: Sales
  • Budget/point: $9 per user, per month
  • Example customers: Avis, EuroCash, Bauer, BNI

Main Features

Calendar Advisor

Leads are people, companies, or business opportunities that have not been confirmed. Teamgate offers tools that allow users to quickly and easily add new leads to their accounts. Intelligent tools warn users instantly if the lead they’ve entered already exists in the system, virtually eliminating instances of duplicates due to human error.

Add leads to your Teamgate account individually or import batches directly from your existing files. Once your leads have been entered into the system, you can customize them based on qualifications. You can also add tags to remember where leads came from. Leads that become qualified can be transferred into a Company and/or Person role without any action necessary.

Sales Pipeline Management

Teamgate’s Sales Pipeline Management module keeps all Deals in a centralized location, where users can easily browse through the latest updates or filter based on specific date ranges. Deals can be dragged-and-dropped into new stages as they progress through the sales lifecycle.

Within your Sales Pipeline, you’ll see a listing of all Deals, as well as a clear view of your overall team performance. Teamgate automatically highlights any areas that need extra work. It also offers intelligent forecasting information, such as estimated deal closing dates or win/loss averages.

Analytics & Reporting

Teamgate plays an integral role within growing sales teams, not just as a CRM solution, but also as a trusted advisor. The web-based platform provides users with a clear visualization of how Leads become Customers, as well as the latest sales opportunities. Looking at the sales funnel, employees should be able to accurately assess how many prospects they have at any given time, as well as how much revenue stands to be gained by every open Deal.

Dig into your analytics and reporting tools to get the most from your Teamgate account. Teamgate’s sales forecasting tool projects long-term and short-term sales performance based on past success rates and sales data. Your team can also create singular goals, which is useful when measuring the performance of individual employees against the larger organization.


Integrations

Teamgate integrates with third-party services, such as Google Calendar, Google Drive, Google Authentication Appliance, LinkedIn, Zapier, Microsoft Outlook, and MailChimp. Teamgate also offers an open API.


Pricing

Teamgate uses a straightforward pricing structure, charging teams $21 per user, per month, when accounts are paid 12 months up front. For that price, users can expect no record limits, no hidden fees, free features twice per month, and free support. Teamgate offers 15-day free trials with no credit card required.


Bottom Line

  • Intelligent sales management tools for growing teams
  • Analytics reports for growing teams
  • Support for desktop and mobile devices
  • Lead management with advanced filtering options
  • Straightforward pricing with no record limits

Videos and tutorials

Additional information for Teamgate

Key features of Teamgate

  • API
  • Activity Reporting
  • Advanced filters and lists
  • Business Analytics
  • Contact History
  • Contact Management
  • Conversion ratio
  • Custom activity types
  • Custom dashboards
  • Custom pipeline stages
  • Customer history
  • Dashboard for your Wall TV
  • Data import/export
  • Email Sync
  • Geolocation
  • Goals & KPI’s
  • Google Apps
  • Google contacts import
  • Interaction tracking
  • Knowledge Base
  • Lead Management
  • Multi Level Permissions
  • Multiple sales process
  • Reminders and follow-ups
  • Reporting
  • Sales Forecast
  • Smart Dialer
  • Task management
View All Features

Benefits

IMPROVED LEAD GENERATION AND QUALIFICATION PROCESS.
Grab your leads directly from your landing pages with integrated web forms or different API’s. Make your lead qualification process easy and smart with implemented SmartDialer, workflow and follow-ups. Jump to next level with lead scoring, categorization, email campaigns, global search and much more.

MORE CONSTRUCTIVE ABOUT SALES MANAGEMENT.

Get a visual view of your sales process by setting up stages the same way your prospects buy. Set multiple sales pipelines for your services and products, add multi pricing for product catalog.
Have a clear sense of where you should improve, when and what actions are planned for each sales opportunity and who is responsible. Pipeline movement, time tracking, loss reason analysis and much more.

PREPARED TEMPLATES FOR MOST IMPORTANT YOUR BUSINESS INSIGHTS
Everyday have a crystal-clear view about where your business stands with our key up-to-date reports. Activity tracking, sales pipeline, forecasting, sales movement, lead trajectory, lead sources, won/lost reasons and much more.